SignatureFD’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

SignatureFD’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73K	Buy	122 +58	+91%	+$797	﹤0.01%	3161
2026 Q1	$794	Hold	64	–	–	﹤0.01%	3254
2025 Q4	$835	Sell	64 -47	-42%	-$613	﹤0.01%	3145
2025 Q3	$1.44K	Buy	+111	New	+$1.41K	﹤0.01%	3019

Other funds holding NMAI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $264M AUM 35.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SignatureFD's NMAI Position: Q2 2026 in Review

SignatureFD increased its Nuveen Multi-Asset Income Fund (NMAI) stake by 91% in Q2 2026, buying an estimated $797 and bringing the position to 122 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

SignatureFD first reported a position in NMAI in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold NMAI as of Q2 2026.

SignatureFD held 122 shares of Nuveen Multi-Asset Income Fund worth $1.73K as of Q2 2026.
SignatureFD bought 58 Nuveen Multi-Asset Income Fund shares in Q2 2026, an estimated $797.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3161 holding.
SignatureFD first reported a position in Nuveen Multi-Asset Income Fund in Q3 2025 and has held it in 4 quarters since.
76 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.